Employee Management
Accounting Firm Grouping — Multi-Firm & Outsourcing Setup
Overview LedgerSync’s Accounting Firm feature allows outsourcing firms and multi-firm practices to create a firm layer above their client list. Each firm groups its own clients and employees, and employees only see the clients and firms they’ve been ...
How to Add an Administrator in LedgerSync
Overview This article outlines the steps to add a new administrator to your LedgerSync account. Administrator access grants full permissions to manage firm-wide settings, clients, and users. Steps 1. Log in to your LedgerSync account. 2. Click on ...
Can Admin share their personal Ledgersync "client" account with employees?
Every Ledgersync Administrator has a free internal/personal account. Can this Ledgersync client account be shared with other employees? Essentially when an administrator signs up to Ledgersync you get a free administrator Ledgersync account that only ...
Auto Assign all clients to all employees
Overview Auto Assign gives every employee in your account access to every client in one step. You turn it on with the Auto Assign checkbox on the Employee Management page. By default, employees in LedgerSync can only see the clients they created ...
How to add employees to Ledgersync (Video)
Ledgersync allows you to add as many employees as you want to the product How? Go the "Tools" Tab and add either an employee as 1) Employee - Can only see their client data and add their clients 2) Administrator- Can see all clients and can add other ...